March 16, 2020
Investors in the private markets are typically focused on private markets performance in two ways: How have the private markets performed? How does that performance compare to the public markets? Using Cobalt LP’s benchmark and industry-level data, we’re able to take a look at both of these areas. Private Markets[...]
February 21, 2020
When we view historical IRR by time horizon and strategy, we see that in the most recent quarter, private credit was the only negative returning strategy. YTD, the public markets have outperformed the private markets. However, private market strategies should be viewed over several years rather than just short-time horizons.[...]
September 10, 2019
By: Mingchen Xia, Managing Director at Hamilton Lane and Shannon Chow, Principal at Hamilton Lane In 1991, the private markets landscape looked remarkably different than it does today. “Private equity” really just meant “buyout” and there were only a smattering of funds to choose from. Today, this asset class paints[...]
May 17, 2019
Discounts are not necessarily the biggest driver of returns. Cobalt’s May Chart of the Month explains what this can mean for your secondary strategy returns.
April 23, 2019
The importance of a public market equivalent (PME) analysis and how it allows investors to make direct comparisons between private market funds and public benchmarks.
February 22, 2019
Factors that have benefited industrial real estate growth and observations of property type returns and risks over the past 40 years.
November 16, 2018
Many would agree that the hassle and expense of investing in PE has been its assumed outperformance over the public markets. Our chart takes a look at what the data has to say in regards to outperformance.
October 30, 2018
Hamilton Lane’s annual Market Overview is a data-driven review of the trends, challenges and opportunities in today’s private markets.
October 19, 2018
Our October Chart of the month shows dry powder and NAV record holdings and what this could mean for private equity throughout 2018.